DebtLow Duration FundDirect · Growth
Kotak Low Duration Fund - Direct Plan- Standard Income Distribution cum capital withdrawal option
Kotak Mahindra · Scheme 133812
₹1,562.69 0.00%NAV · 2026-09-18
Average FundScore
AUM
—
Expense ratio
—
3Y CAGR
5.3%
Risk level
Low to Moderate
Min SIP
—
Benchmark
CRISIL Low Duration Debt Index
Average · 52/100
Middle-of-the-pack — compare it against better-scored peers.
🎯 Suited to short-to-medium horizons and investors wanting stability over growth.
📈 Why it could do well
- ✓Protects capital well — worst-ever fall was only 6%.
- ✓Low volatility (3% a year) — a steady, low-drama ride.
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓Return stability: rolling-return std 2.0%
📉 What could drag it down
- •Down 0.2% over the last year — currently out of favour.
- •Weak risk-adjusted returns (Sharpe -0.91) — took on risk without enough payoff.
- •3Y CAGR: +5.3%
- •3Y CAGR vs category: -2.1% vs category avg
FundScore breakdown
52/100 · Average
Returns
Weak
Consistency
Decent
Risk-adjusted
Weak
Downside protection
Excellent
Cost efficiency
Excellent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.